2023 Form 5500 filing — Posse Resources Money Purchase Pension Plan And Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805164248NAL0002435744001) for Posse Resources Money Purchase Pension Plan And Trust, reported by Posse Resources, LLC under EIN 82-1204603 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.8MReported net assets$41,778,032
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240805164248NAL0002435744001
Plan sponsor
Posse Resources, LLC
EIN
82-1204603
Plan number
002
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.8M total assets
Net assets$41.8MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$632.6K
Benefits paid / distributions$449.6K
Contributions
Employer$156.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$41,778,032
Total liabilities (EOY)
$0
Net assets (EOY)
$41,778,032
Employer contributions
$156,651
Total income / additions
$7,212,364
Benefits paid
$449,634
Administrative expenses
$32,944
Total expenses
$632,578
Net increase / (decrease)
$6,579,786

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805164248NAL0002435744001 cover?
It is the 2023 Form 5500 filing for Posse Resources Money Purchase Pension Plan And Trust, reported by Posse Resources, LLC (EIN 82-1204603).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages